ReferralHero + Salesforce
Create Salesforce leads for new ReferralHero referrals
Every time a new referral is made in ReferralHero, create a corresponding lead in Salesforce. This workflow streamlines your process, ensuring you always have the latest details on potential customers at your fingertips, enhancing your customer relationship management. Make use of this integration for seamless data transfer between ReferralHero and Salesforce.
Every time a new referral is made in ReferralHero, create a corresponding lead in Salesforce. This workflow streamlines your process, ensuring you always have the latest details on potential customers at your fingertips, enhancing your customer relationship management. Make use of this integration for seamless data transfer between ReferralHero and Salesforce.
- When this happens...New Referral
Triggers when a new referral is added to your campaign.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
CampaignRequired
Try ItCampaignRequired
Try ItCampaignRequired
Try ItCampaignRequired
Email address
Referral URLRequired
Full Name
Referrer
Conversion value
Conversion category
Transaction ID
Double Opt-In
Source
Points
Referral Points
Extra Field
Extra Field 2
Device
Phone Number
Crypto Wallet Address
Lifetime spend
set referral status as
